Broker Check

Trust Services

Trust services are available through The Private Trust Company, N.A., (PTC) an affiliate of LPL Financial. The Private Trust Company, N.A., serves as trustee, co-trustee, or agent for the trustee while specializing in delegating investment management to financial consultants. This model allows our clients to utilize The Private Trust Company to provide professional trust administrative services while we provide investment management services.

PTC serves in an administrative corporate trustee role, providing all record keeping, accounting and tax preparation; also, PTC ensures that trusts are managed and distributions occur according to the terms of the trust document. Licensed in all 50 states under its 1995 national banking charter, the bank does not engage in any lending or deposit taking, therefore specializing solely in providing fiduciary services.

Together with The Private Trust Company we can assist you with these and other needs:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Special Needs Trusts
  • Private Foundations
  • Guardianship
  • Family Office Group Relationships
  • Custodial Relationships
  • Agency Relationships